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Member · Kiley Juergens Wealth Management, LLC

Mark T. Boyer

CRD 5516829 · Named on Form ADV at one SEC-registered adviser

At a glance

Kiley Juergens Wealth Management, LLC, an SEC-registered wealth manager based in Olympia, WA with $2.2 billion in regulatory assets, lists Mark T. Boyer on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Martin E. JuergensMember, Chief Executive Officer, Chief Compliance Officer, Kiley Juergens Wealth Management, LLC
  • John F. KileyMember, President, Kiley Juergens Wealth Management, LLC
  • Robert D. HeckMember, Kiley Juergens Wealth Management, LLC
  • John F KileyMember, Kiley Juergens Wealth Management, LLC
  • Luke W. KileyMember, Kiley Juergens Wealth Management, LLC

4 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.